John Reim is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. He serves on the advisory board of the Pontifical Faculty of the Immaculate Conception in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Fred Simpkins is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes seven years with Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a co-trustee for his brother’s trust and holds power of attorney for a family member, both involving investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process includes discretionary options and a broader range of financial products than typical large institutional advisers.

John Lytle is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a finance committee board member at Christ Church Georgetown in Washington, DC. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and modeling techniques as part of its advisory process.

Richard Courtney is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 65 credentials and has 42 years of industry experience, including 10 years with his current firm. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shahriar Chowdhury is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Outside of his advisory role, he is a part owner of Assault Forward LLC, a business focused on military and veteran-themed apparel and accessories. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Thomas Noble is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation. He has prior experience as an attorney, practicing law for nine years at Thomas A. Noble, Atty at Law, and spent one year at the Cochran Law Group before transitioning into financial services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages significant assets and employs a structured planning process supported by firm-approved tools and research.

Ana Mirandes is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Her prior roles include positions at Euraffex and the Democratic National Committee Headquarters. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and planning tools in its approach.

Steven Rice is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at City National Bank and T. Rowe Price. Outside of his advisory work, he serves on finance committees and boards for several nonprofit organizations, including the Maryland SPCA, The Arc Baltimore, Shore Acres Improvement Association, and the Anne Arundel Estate Planning Council. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, utilizing a combination of in-house and third-party investment managers.

Bennett Kavlick is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Capital Planners. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to support tailored financial plans.

Christopher Gee is a CFA® charterholder with 21 years of experience in the financial services industry. He has worked at UBS Financial Services since 2016 and previously spent eight years at Merrill Lynch. Based in Washington, DC, he holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Steven Russell is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 65 licenses and is based in Crofton, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Elizabeth Joseph is a financial advisor with LPL Financial and holds the Series 63 and Series 65 credentials. She has 21 years of industry experience, including prior roles at Bank of America, Merrill, CUNA Brokerage Services, and BB&T Securities. Based in Bowie, MD, she currently also works with M&T Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Peggy Montgomery is a financial advisor at Merrill with 23 years of industry experience and a Series 66 designation. She has been associated with Merrill Lynch, Pierce, Fenner & Smith since 2007 and also works at Bank of America, N.A. since 2011. Outside of her advisory role, she participates in The Neilson Company, a global leader in audience measurement and data analytics. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Asif Bhally is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Raymond James & Associates and RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Michael Mitchell is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he works as an instructor in private sports and athletic training. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes incorporating advanced modeling tools.

Taylor Aune is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he served nine years in the US Navy. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and affiliated services through a nationwide network of financial advisors.

Mingxin Jin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017 and 2018, respectively, following two years at Vesta Investment Inc. Outside of his advisory role, Jin is also a solo performer of the guzheng, a traditional Chinese musical instrument. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market modeling techniques.

Rajasak Leksang is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Fisher Investments, and other firms. His background also includes employment outside of the financial sector. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Ernest Burley Jr. is a CFP® and ChFC® with 28 years of experience in the financial industry. He has worked at LPL Financial since 2025 and was previously with Next Financial Group for 16 years. He is president of V.I.T.A.L. Provisions, a nonprofit organization, and is involved in several business ventures including insurance services and athlete management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios and research from multiple sources.

Chad Lemko is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2017 before joining UBS, where he has been since 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a range of capital markets functions.